Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$100K Buy
4,979
+899
+22% +$18.1K ﹤0.01% 1047
2025
Q1
$98.9K Buy
4,080
+2,444
+149% +$59.2K ﹤0.01% 996
2024
Q4
$55.3K Sell
1,636
-513
-24% -$17.3K ﹤0.01% 1259
2024
Q3
$101K Buy
2,149
+838
+64% +$39.5K ﹤0.01% 1213
2024
Q2
$77.1K Buy
1,311
+579
+79% +$34.1K ﹤0.01% 1066
2024
Q1
$43.1K Buy
732
+244
+50% +$14.4K ﹤0.01% 961
2023
Q4
$24K Buy
488
+109
+29% +$5.36K ﹤0.01% 1212
2023
Q3
$20K Buy
379
+82
+28% +$4.33K ﹤0.01% 1181
2023
Q2
$16K Sell
297
-1,463
-83% -$78.8K ﹤0.01% 1133
2023
Q1
$93K Buy
1,760
+11
+0.6% +$581 ﹤0.01% 797
2022
Q4
$75K Buy
1,749
+855
+96% +$36.7K ﹤0.01% 762
2022
Q3
$41K Buy
894
+143
+19% +$6.56K ﹤0.01% 832
2022
Q2
$39K Buy
+751
New +$39K ﹤0.01% 761